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Client Service Associate
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Full-time
- The Client Service Associate provides operational support to our Wealth Managers and/or Principals, providing services for 100 to 200 clients.
- The Client Associate is a key member of the service team for each client and serves as the liaison that facilitates the relationship between the client and the custodian.
- Backup Client Associate team members.
- 3-5 years of experience in the Financial Services industry, preferably with a broker-dealer, a mutual fund company, or a registered investment advisor.
- Series 65 preferred / required within first 24 months of employment.
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